Having Conversations Using Cisco Unified Personal Communicator



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CHAPTER3 Having Conversations Using Cisco Unified Personal Communicator About Conversations, page 3-1 How To Make Calls, page 3-2 Responding to Incoming Calls, page 3-5, page 3-6 About Conversations You can have conversations using the following media: Medium Audio Video Web conferencing For More Information, See This chapter. Chapter 4, Using Video With Cisco Unified Personal Communicator Chapter 5, Using Web Conferencing With Cisco Unified Personal Communicator You can simultaneously have: One active conversation. 3-1

How To Make Calls Chapter 3 Multiple conversations on hold. (The system at your company may allow only one active call and one call on hold.) Multiple people in one conversation (a conference call.) Chapter 6, Hosting Conference Calls Using Cisco Unified Personal Communicator. Sending Messages With Cisco Unified Personal Communicator, page 7-1 How To Make Calls Depending on your situation, choose one of the following methods to start an audio conversation: Calling People Who Are Listed in the Console, page 3-2 Calling Any Number, page 3-3 Dialing a Number in Other Applications, page 3-4 Dialing From Your Macintosh Address Book, page 3-4 Note You can always dial from your desk phone, whether or not Cisco Unified Personal Communicator is running. Calling People Who Are Listed in the Console If the person you want to call has specified a preferred phone number and is logged in to Cisco Unified Personal Communicator, this procedure dials the preferred phone number. Otherwise, this procedure dials the main phone number listed for that person in the corporate directory. Click a name or entry. 3-2

How To Make Calls Step 2 Click. Tip If your preferred contact method is Phone, you can call a person in any list in the console by double-clicking the name or number. Searching for Contacts, page 8-2 Identifying the Preferred Contact Method of Other People, page 8-4 Problems Starting Calls, page 10-6 Calling Any Number, page 3-3 Viewing Video, page 4-3 Calling Any Number If people you want to call are not in a list in your console and you cannot find them via Search, you can use the dialer to call them. Click in the console. Step 2 Enter the phone number. Enter the number exactly as you would dial it from your desk phone. For example, you may need to dial a 9 before the number to call someone outside your company. You can enter numbers, letters, and the following characters: - + ( ). # * ". Tip To choose or clear previously-entered numbers, click. Tip You can copy and paste a number. 3-3

How To Make Calls Chapter 3 Step 3 Click in the dial pad. Tip To redial the last number you called: Choose File > Redial. To press numbers to respond to instructions that you hear, see Entering Touch-Tone Responses, page 3-7. To hide the dial pad: Drag its edge toward the console. Searching for Contacts, page 8-2 Dialing a Number in Other Applications You can dial a number that appears as text in other applications, such as an e-mail message or document. Step 2 Highlight the number to dial. Choose Services > Dial With CiscoUPC from the application menu. Dialing From Your Macintosh Address Book Step 2 Make sure Cisco Unified Personal Communicator is either running or set to log in automatically. Click the label beside the number to call. 3-4

Responding to Incoming Calls Step 3 Choose Dial With CiscoUPC. Installing the Address Book Plug-In, page 1-2 Automating Login, page 1-6 Responding to Incoming Calls If Cisco Unified Personal Communicator is running on your computer when someone calls you, a pop-up notification appears on your computer screen, with options for you to choose from. Any call that you do not answer will go to voice mail. To... Answer a call with audio only Do This To answer using your soft phone: Click. To answer using your desk phone: Answer your Cisco Unified IP Phone as you normally would. Note Take one or the other of these actions, but not both for a single call. Answer a call with audio and video Click. If the caller did not initiate the call as a video call, the call remains audio only. If you do not meet the requirements in Before You Use Video, page 4-2, you can see the person who calls you but the other person cannot see your image. 3-5

To... Send a call to voice mail Respond to a new call when you are already on a call Do This Click. The caller is unaware that you have chosen to divert the call. Your desk phone may continue to ring. Answer the call. Any existing call is automatically put on hold, unless you are using soft phone mode and you answer one call with your soft phone and the other with your desk phone. In this case, both calls are active simultaneously. Send the call to voice mail. Specifying Ringer Device and Volume, page 1-8 Putting Conversations on Hold and Retrieving Them, page 3-7 Viewing Video, page 4-3 Problems With Incoming Calls, page 10-7 Entering Touch-Tone Responses, page 3-7 Putting Conversations on Hold and Retrieving Them, page 3-7 Transferring Calls, page 3-8 Changing the Volume of a Call, page 3-8 Seeing Who Is Participating In the Conversation, page 3-9 Ending Conversations, page 3-9 3-6

Entering Touch-Tone Responses During a call on your soft phone, if you hear instructions to choose options or enter a number such as a password, use this procedure. Step 2 Make sure the conversation window is the active window. Type the numbers. If you do not hear the standard keypress beeps, click the title bar of the conversation window to make it active, then try again. Tip Instead of typing, you can copy up to 64 letters and numbers, then choose Edit > Paste As Touch Tones. Putting Conversations on Hold and Retrieving Them To... Do This Notes Put a conversation on hold 1. Make the call you want to put on hold the active conversation window. 2. Choose Conversation > Hold Call. Multiple web-conferencing windows can remain active. Retrieve a call that is on hold 1. Click the call to retrieve, to make it the active conversation window. 2. Choose Conversation > Hold Call. When you retrieve a conversation from hold, any other active conversation is automatically put on hold. 3-7

Merging Calls, page 6-2 Transferring Calls Transfer calls using the same procedure that you use to merge calls. Create a conference call that includes yourself, the caller to be transferred, and the person to whom you want to transfer the call. After all participants are in the conversation, you can hang up and the others can continue the conversation. Merging Calls, page 6-2 Changing the Volume of a Call Note If your phone mode is set to Desk Phone, see the documentation that came with your phone. When the Active Phone is Soft Phone To... Mute your audio so that participants cannot hear you Change the volume that you hear Change your volume so other participants can hear you more easily Do This Click in the active conversation window. When your audio is muted, the mute button is blue. To unmute your audio, click the button again. Note If you mute a call, then put it on hold, then retrieve the call from hold, your audio will no longer be muted. Drag the volume slider in the active conversation window. Move the microphone closer to or further from your mouth. 3-8

Specifying Your Audio and Video Devices, page 1-7 I Hear No Sound, page 10-8 Other Participants Cannot Hear Me, Or Audio Quality Is Poor, page 10-9 Seeing Who Is Participating In the Conversation The roster lists audio and video participants in a conversation. If the participant is in your directory or contact list, the name appears. Otherwise, the phone number appears. Click in the conversation window. Tip Control-click a person in the list to perform actions. Ending Conversations Retrieve the call if it is on hold. If you end the call without retrieving the it first, the other person remains on hold after you hang up. Step 2 Click in the conversation window. Note If you are in a conference call and you hang up, the other participants in the conference can continue the conversation. Putting Conversations on Hold and Retrieving Them, page 3-7 3-9

Hosting Conference Calls Using Cisco Unified Personal Communicator, page 6-1 Closing Conversation Windows Closing an active conversation window ends the call. You can specify preferences related to closing conversation windows. Step 2 Choose CiscoUPC > Preferences, click Profile, then choose options: Close conversation window on disconnect Warn before closing active conversation window Close the Preferences window. 3-10